2023 November Board Meetings
November 8-9, 2023W Chicago - Lakeshore
644 North Lake Shore Drive
Chicago, IL 60611
Giving Institute has a room block at the W Chicago at a rate of $235/night + tax. Book your reservation by no
later than October 17. Tuesday, November 7For those arriving in Chicago the evening of November 7, there will be an optional opportunity to attend a comedy show, Don't Quit Your Daydream, at The Second City at 8pm. The cost of the event ticket and transportation is not included in registration - all associated costs will need to be paid by those choosing to attend this optional event! Mentor Series Schedule
Wednesday, November 8
8:00am
Registration and Breakfast
8:30-8:45am
Welcome and Introductions
8:45-9:45am
Keynote Presentation: Overcoming the Competition for Connection through Radical Connection
Speaker: Nathan Chappell (Senior Vice President, DonorSearch; Co-author of Generosity Crisis)
The number of Americans making charitable gifts has reached an all-time low and statistics indicate the percentages of people giving to charity annually could decline into the single digits within 49 years.
This presentation will discuss the changing definition of generosity, shedding light on the unprecedented competition for connection facing modern nonprofit organizations. To this end, nonprofits must develop a renewed appreciation for connection and learn to leverage technology once only used by for-profit organizations. Using current data and analysis, attendees will learn the importance of measuring and prioritizing connection as well as which technologies can help them to work smarter, not harder to help overcome the competition for connection.
10:00am-12:00pm
Data + AI: The Future of Generosity
Facilitator: Sterrin Bird, CFRE (Senior Director, Nonprofit Industry Advisor, Salesforce)
The power of AI in support of
fundraising and revenue is grounded in sound data strategy and optimized CRM. Every organization must become a data-first fundraising organization - look no further than the Giving USA report to understand that personalization at scale is
the key to radically prioritizing resources (human and capital) to maximize revenue potential. Responsible use of AI is an invitation for every organization to get curious about practically deploying AI in support of revenue.
1:00-3:00pm
The Best Results Start with Great Discovery
Facilitator: Jim Bush (Principal, Winkler Group)
The keys to any successful project
are understanding the problem that needs to be solved and ensuring alignment on how to solve the problem.
Project discovery is one of the most crucial elements of effective project management but is sometimes skipped or rushed
due to pressure to deliver, the excitement of getting things started, or inexperience. In this hands-on workshop, Jim will share his experience and best practices for conducting a thorough and successful discovery phase.
3:30-4:30pm
Lightning Round Sessions
--- What You Think You See is Rarely All You Get
Speakers: Angèle Bubna (Consultant, Executive Search, Campbell & Company) and
Joey Scheiber (Senior Consultant, Campbell & Company) - 10 minutes
It’s no secret that all humans have biases. These thinking shortcuts help us get through our day, keeping preferences front and center so that the decisions we make, from our
outfit to our coffee order, don’t require us to evaluate the options from scratch every time. But when it comes to hiring decisions, biases we may not even recognize can short circuit the process and make us overlook qualified and compelling
candidates whose identity or experience might be outside what we assume ensures the best fit. This lightning round session, co-facilitated by two leaders in Campbell & Company’s Executive Search practice, will help bring less-considered
biases to light, provide tips and tricks for countering their impact on your next search, and help job seekers avoid common bias-activating missteps that can derail a career trajectory.
--- Implications of AI in the Talent Area
Speaker: Deb Taft (CEO, LindauerGlobal) - 10 minutes
Artificial intelligence (AI) is having a significant impact on the job market. The World Economic Forum predicts AI will replace 85 million
jobs globally by 2025, but also may create 97 million new roles. The types of jobs that AI creates will differ from those that are being lost. In this session, Deb will share insights about what opportunities and challenges may arise as
AI continues to evolve.
--- Leveraging LinkedIn to Build Your Personal Brand
Speaker: Don Souhrada (President & CEO, Ter Molen Watkins & Brandt) - 10 minutes
Building a personal brand on LinkedIn can help expand your network, grow your reputation, and establish yourself as an expert in your field. Don will share lessons he has learned during his career and provide you with strategies to help you build your own LinkedIn brand.
--- Acting Like an Expert from Day One
Speaker: Summers Hammel (Consultant, Benefactor Group) and Ryan Woroniecki (Director of Business Development, Lighthouse Counsel) - 20 minutes
Walking into the room and embracing your role as an expert can be intimidating, especially when you’re new to client-facing work. You may be counseling people who have more years of experience or impressive titles. Fear not – you have relevant expertise and skills, and you were hired for a reason! In this 20-minute lightning round, Ryan Woroniecki and Summers Hammel will help you think through lessons from the field and how to best apply them in client-facing situations. Highlights include: understanding and utilizing your current expertise; leveraging the team of experts around you ; and preparing for client-facing meetings.
4:30-5:30pm
Things You Wish You Knew: Lessons from the Field (Ask the Veterans Panel)
Moderator: Cedric Richner (Marts & Lundy)
Panelists:
- Brenda Asare (Alford Group)
- Richard Tollefson (The Phoenix Philanthropic Group)
- Steve Johns (OneCause)
- Page Bullington (Blackbaud)
We were all new to the nonprofit sector once, and we were thankful to those who came before who could share the lessons they learned while
serving clients and customers. Now is your chance to hear from some seasoned Giving Institute members who have years of experience serving clients and customers. This will be a question-and-answer session so please come prepared with topics
you would like to discuss.
5:30-5:45pm
Review of the Day
Speakers: Sterrin Bird and Jim Bush, Mentor Series Co-Chairs
6:30-8:45pm
Dinner Event
Both Mentor Series participants and Giving Institute members are welcome to attend. Tickets can be purchased during registration.
Transportation will be provided, leaving the W hotel lobby at 6:15.
Grand Lux Cafe
600 N Michigan
Ave at E Ontario St, Chicago, IL 60603
Giving Institute Programming
Thursday, November 9
8:30-10:00am
Language that Lights Fires: Finding a Way to Navigate Polarizing Issues
Facilitator: Dr. Gloria A. Chance (CEO/Founder, The Mousai Group)
Words
have power. They can connect or divide. Create friends or enemies. Without clarity and common ground, words can foster generational misunderstandings, inflicting harm and holding us back from societal, personal or cultural advancement. But
words can also build the bedrock for new levels of progress, appreciation and humanity. If you doubt the power of words, ask yourself this: have you tip-toed around how to address a person or group of people for fear of “saying the wrong thing”
or offending them?
Specific language conveys inclusion and “being seen” and can provide confidence in our connections with friends, family, or colleagues. However, it’s easy for those not impacted by injustice or discrimination to
downplay the power of words. Language drives our conscious minds but also embeds itself deeply in our unconscious where it drives how we think, feel and act—and how we treat each other.
Dr. Chance will facilitate an audience discussion on words, phrases, and concepts that have entered our collective lexicon but are being met with confusion or even hostility by some, while welcomed and celebrated by many. Where are the triggers with this new language and how can we move past what is potentially
blocking progress or understanding?
10:30am-12:00pm
Research in Philanthropy and the Future of Giving USA
Facilitators: Josh Birkholz (CEO, BWF) and Wendy McGrady (EVP & COO, The Curtis Group)
Speakers: John List (Professor of Economics, IUPUI), Barbara O'Reilly (Principal, Windmill Hill Consulting), Ted Grossnickle (Senior Consultant and Founder, Johnson, Grossnickle and Associates), & Scott Lange (President, Visionary Consulting)
Join us for an overview of recent research initiatives in the field and a group discussion of Giving USA’s future role in the comprehensive nature of generosity, research for the sector, and opportunities for collaboration. With the Generosity Commission report just around the corner, how might GI/Giving USA help with the roll out? What does FEP track, what research is GUSA Foundation planning to undertake?
We are excited to welcome special guest, John List, cofounder of the Science of Philanthropy Initiative (SPI) and Homer J. Livingston Professor and Chairman in the Department of Economics at the University of Chicago, who will provide and overview of SPI and give us a perspective on academic research advancing the field of philanthropy.
Come prepared to participate and ideate. You will not want to miss this discussion!
12:00-1:00pm
Lunch served
1:00-1:45pm
Roundtable Discussions
---The Politics of Philanthropy – Managing polarizing conversations and situations with clients
Moderator: Brian Gower (RNL)
--- Selecting Technology for your Firm – A discussion on how to select and invest in new technologies
Moderator: Erik Tomalis (Virtuous)
--- Retaining Top Team Members – Strategies for keeping the best team members engaged in the firm
Moderator: Dan Gross (OneCause)
--- Hybrid Work – Navigating the still fraught hybrid/in-person discussion, what have we learned
Moderator: Page Bullington (Blackbaud)
--- Changing Donor Motivations – What is the biggest shifts we’re seeing in giving trends
Moderator: Kate Kramer (Bloomerang)
--- Events in Philanthropy – What is working well, what is not?
Moderator: Ben Golding (Advancement Resources)
--- Rebranding the Firm - A discussion of our experiences and the why, when, and how to rebrand your firm
Moderator: Don Souhrada (Ter Molen Watkins & Brandt, LLC)
2:00 - 3:00pm
Giving USA Board Meeting
All registered attendees are welcome to attend though only Foundation voting directors may vote.
3:00 - 4:00pm
Giving Institute Board Meeting
All registered attendees are welcome to attend though only Giving Institute voting directors may vote.
Policies
Refunds, minus an administrative fee of $150 for registrations will be issued on written cancellations received on or before October 31, 2023. Phone cancellations WILL NOT be accepted. Registrants assume full responsibility for notification
to and verification of receipt by GI. All refunds will be processed 2-3 weeks after the meeting. Refunds on reception tickets will be refunded minus a $10 administrative fee if cancelled by the deadline.
Refunds or credits will not be given for failure to attend, late arrival, flight/transportation cancellations, unattended events or early departure. In the rare event of a meeting cancellation, GI is not responsible for nor will provide refunds for costs
associated with travel, airfare, hotel or transportation costs incurred by the registered attendee. It is always recommended that the registrant considering purchasing independent travel insurance.
Giving Institute registration fees are not tax-deductible as a charitable contribution but may be deductible as a business expense. Consult your tax advisor.
Registration and attendance at or participation in the GI Summer Symposium constitutes an agreement by the registrant to GI's use and distribution (both now and in the future) of the registrant or attendee's image or voice in photographs, videotapes,
electronic reproduction and audiotapes of such events activities.
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